DFX Intelligence

B•••••• M••••••••• L••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 1b 10b

B•••••• M••••••••• L••

CRD 300627

A•••••, TX

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Search this name across graphsid dfx:ria:d017f235-23c9-f0e9-6eb7-43fb524ec3ac

Data as of Aug 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:00 AM UTC and rebuilt at most every 15 minutes.

Relationships: 15
Dated events: 13
On other graphs: 3
Observed: Jun 29, 2021 to Aug 27, 2026
10 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Venture Capitalidentity

B•••••• M••••••••• L••

Venture manager · shared crd

Independent Sponsorsidentity

B•••••• M••••••••• L••

Capital provider to sponsors · shared crd

Private Equityidentity

B•••••• M••••••••• L••

Private equity manager · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $1.1B••• Locked
Discretionary RAUM: $1.1B
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 39

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
L••••••• E••••• P••••••• I• L•	Other Private Fund	$273M	Aug 27, 2026	83	Mar 31, 2022	reported	021-392926
B••• I• ••••••••• L•	Other Private Fund	$231M	Aug 27, 2026

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
A••••• V•••••••• L••	Owner	E	yes	03/2017	Mar 31, 2023	Sep 18, 2024
B•••••• E••••••••• C••••••• L••	Owner	E	yes	09/2018	Jun 29, 2021	Sep 18, 2024

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
B••• I• G•• L••	n/a	n/a	n/a	Y	yes	n/a
B••• I• G•• L••	n/a	n/a	n/a	Y	yes	n/a
L•• I• G••••	n/a

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 31, 2026

Growth

••• Locked

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.1B	$820M	35.5%	$758M	13.6%	39	38	0	0

Relationships

Affiliated with (1)

← B•••••• R•••••••• M••••••••• L••Registered adviserother investment adviser, common control
factForm ADV

Advises (5)

→ B••• I• L•Private fundOther Private Fund, IA
Feb 15, 2019 to presentfactForm ADV
→ A••••• 5••• L•Private fundOther Private Fund, IA
Mar 28, 2024 to presentfactForm ADV
→ B••• I•• L•

Dated events

Occurred
Aug 27, 2026
Private fund first reported
••• Locked
Form ADVobserved today
$61.0M
Occurred
Aug 27, 2026
Private fund first reported
••• Locked
Form ADVobserved today
$6.0M
Occurred
Aug 27, 2026
Private fund first reported
••• Locked
Form ADVobserved today
$128M
Occurred
Aug 27, 2026

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d017f235-23c9-f0e9-6eb7-43fb524ec3ac
First observed: Jun 29, 2021
Last observed: Aug 27, 2026 27 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.